Questions tagged [user-dashboard]
Also referred to as Contact Dashboard. Displays information related to the logged-in user.
47
questions
8
votes
1
answer
410
views
How can I customize the User Dashboard (Frontend)
I am working on 4.7 on Wordpress 4.6 and I trying to customize the User Dashboard in the Frontend shown for the request myURL.com/civicrm/?page=CiviCRM&q=civicrm%2Fuser&reset=1.
First I ...
- 427
6
votes
3
answers
355
views
Using checksums to access the civicrm/user dashboard
I was under the impression that adding
https://civicrm.org/civicrm/user?reset=1&cid={contact.contact_id}&{contact.checksum}
to in a CiviMail would log someone in to the dashboard but it does ...
- 2,505
4
votes
1
answer
837
views
How can I customize the user dashboard?
I'm talking about the user dashboard displayed for each contact who is logged in. In wordpress this is displayed on a page using this shortcode: [civicrm component="user-dashboard" hijack="0"]
By ...
- 347
3
votes
1
answer
81
views
"My Registered Events" listing (with cancellation option) for user dashboard page
I've searched and researched and come up empty - is it possible to present a dashboard (summary) view of the events that a person has registered for, along with the ability to easily cancel from any ...
- 41
2
votes
4
answers
127
views
CiviCRM Dashboard Hangs for 5+ minutes part 2
CentOS release 6.8
cPanel 56.0 (build 25)
Apache (v. 2.4.18)
PHP (v. 5.6.22)
MySQL (v. 5.6.30)
WordPress (v. 4.5.3)
CiviCRM (v. 4.6.19)
Previously posted here but wouldn't allow me to edit: CiviCRM ...
- 123
2
votes
4
answers
241
views
CiviCRM Dashboard Hangs for 5+ minutes
I have migrated a site from:
Unknown OS (Was through BlueHost)
cPanel 11.52.6 (build 1)
Apache (v. 2.2.31)
PHP (v. 5.2.17)
MySQL (v. 5.5.42-37.1)
WordPress (v. 4.5.3)
CiviCRM (v. 4.6.9)
To:
CentOS ...
- 123
2
votes
1
answer
34
views
Editing RelationshipSelector.tpl section of a UserDashboard
I'm trying to edit the table row content of the "Your Contacts / Organizations" section of the UserDashboard:
It appears that this section of the UserDashboard is controlled by the ...
- 371
2
votes
2
answers
324
views
User Dashboard and Edit Profile for Organization
We have set up a User dashboard for individuals, and a profile so individuals can update their address, phone, email, etc. It looks like this:
We would like to set up something similar for an ...
- 101
2
votes
1
answer
57
views
Pay Now on Dashboard - too many redirects
Not sure what the issue is - but if someone tries to pay an unpaid registration for an event or membership - or incomplete contribution - we get the issue of too many redirects. I have posted about ...
- 3,411
2
votes
1
answer
86
views
Can donors store their card details on dashboard?
I would like to give access to our donors to the contact dashboard and also let them donate from that page to different campaign or events signup, so they would not have to enter their details over ...
- 2,992
2
votes
1
answer
288
views
CiviCRM WordPress shortcode embedded within a tab shortcode does not load
I have a CiviCRM profile that I am using in order to allow a logged-in user to edit his/her address information. In addition, I want to display the user dashboard.
Normally, one would e.g. create a ...
- 167
2
votes
2
answers
634
views
Is there a way to customize the Contact Dashboard? [closed]
Is there a way to customize the Contact Dashboard?
Thank you for your help.
2
votes
1
answer
45
views
Can I create a dynamic graduate student dashboard with CiviCRM?
I just recently heard of CiviCRM. My organization provides graduate students with scholarships for tuition, upkeep, etc. We want to create a platform where a graduate student can create an account and ...
- 21
2
votes
1
answer
42
views
How do I display user statistics/analytics on their dashboard?
I'm using civicrm and I'm wondering how I can better customize the home dashboard. We have people that are going to be doing walklists and interviewing them. How can I make it so that when they log in,...
- 93
2
votes
0
answers
68
views
how to show all groups in user dashboard?
In our system, we have some groups that only a manager can add or remove people to, however we would still like the contacts to be able to see that they are included in those groups via their contact ...
- 93
1
vote
3
answers
366
views
Redirecting Wordpress users on login
I'm just starting to work on CiviCRM for Wordpress, after having worked on CiviCRM for Drupal for such a long time. The one thing I dislike about wordpress is that when a user goes to log in, they are ...
- 293
1
vote
3
answers
225
views
Displaying Custom Contact Fields In Contact Dashboard
What would be the best way to display custom contact fields in the contact dashboard (civicrm/user).
We're using custom fields to store waiver/agreement statuses and would like users to be able to ...
- 13
1
vote
2
answers
99
views
Membership Renewal from CiviCRM user dashboard error
Civi 5.10.4 - Wordpress 5.1
We have set up that when users login, they are automatically forwarded to a wordpress page called User Dashboard - where we embedded a shortcode for their CiviCRM ...
- 3,411
1
vote
1
answer
38
views
How to automatically create a user account when someone donates?
My idea is something like this:
When someone gives a donation, an account with specific permission gets created.
User gets notification of the account creation via the contribution receipt or a ...
- 2,992
1
vote
4
answers
185
views
How can I let members edit their relationships?
We have organizational memberships - each organization can have up to five individuals who are listed as members. We do this via the membership "Relationship Type" feature, and it works well.
...
1
vote
1
answer
144
views
Anonymous user can't view CiviCRM user dashboard in WordPress
I have a wordpress page with a user-dashboard shortcode embedded in it ([civicrm component="user-dashboard" hijack="0"]). When logged in, it works fine. When using a private window (and a user id and ...
- 899
1
vote
1
answer
157
views
How do I display the Contact ID on User Dashboard?
MAYYYBE I am over complicating this, but I have searched and searched and only found this answered for Drupal.
We are on Wordpress and would like for members to provide me with a searchable unique ...
- 245
1
vote
1
answer
92
views
Is there a setting to automatically Refresh Dashboard Data on a user login, or when returning to CiviCRM Home?
We're on Civi 4.6.17 and Drupal 7.
I'm looking for a way for users to be able to select an option to be able to automatically Refresh Dashboard Data on login, or when returning to their CiviCRM ...
- 2,739
1
vote
1
answer
146
views
Custom extension, what hook to use for UserDashBoard
I'm writing a custom data extension and I would like to show some things on the Contact Dashboard (not the 'full' dashboard).
I see the hook for the regular Dashboard and Dashlets, but nothing to ...
- 11
1
vote
1
answer
29
views
More friendly dashboard access denied message perhaps?
It is Wordpress page and Civi dashboard inserted via the shortcode[civicrm component="user-dashboard" hijack="1"]
There are 3 components available at the "Display Preferences&...
- 2,005
1
vote
2
answers
180
views
How to configure dashboard for new users
We have a number of new contacts (about 40) who will be having a signon to Civi and for whom we want their dashboard to show a certain report- and not the 2 default items that a new user currently ...
- 4,835
1
vote
1
answer
229
views
Error on Member Dashboard after upgrading to PHP 7.0
After Upgrading to PHP 7.0 - I keep getting the following error on the Member Dashboard. Do you know what causes this? This happened to be before - I changed the resource URLs to Absolute and that ...
- 3,411
1
vote
1
answer
63
views
Not sure what to do with these errors on User Dashboard
I have wordpress redirect users that login to their User Dashboard. When I login as an administrator I always get the following error:
Warning: file_get_contents(): https:// wrapper is disabled in ...
- 3,411
1
vote
1
answer
37
views
Redirection to Organization Dashboard in Employer of Relationship
When you create an Employer of relationship in Civicrm and the person who signs up on behalf of the Organization logs in he is usually redirected to his own dashboard. How do you redirect civicrm such ...
- 341
1
vote
1
answer
34
views
WP Fatal Error UserDashBoard.php:80 for anonymous users
My Wordpress \ConfigAndLog\Civicrm.xx...xx.log is full of this error. 100s of MB of them. I understand that this is due to anonymous users not passing a valid contactID to the UserDashBoard.
This ...
- 31
1
vote
0
answers
25
views
CiviCRM & Wordpress remove links from recurring contributions section of front end user dashboard and related contacts dashboard
I desperately need assistance on something.
I have a CiviCRM installation on a WordPress site.
The issue is that on the front end User Dashboard under recurring payments, there are four links can be ...
- 11
1
vote
0
answers
29
views
Allow individual to edit employer organization's profile information using Joomla platform
Anyone able to help me figure a way to enable an individual to edit an organization's information?
I've setup a contribution page that is filled out on behalf of an organization with an attached ...
- 153
1
vote
0
answers
51
views
Membership dashboard issue caused using webform for membership signup
I am having an issue with the member dashboard when users signup for their membership via a webform. I roughly followed this to setup the webform/Drupal signup process. The membership is assigned to ...
- 353
1
vote
0
answers
24
views
Soft contributions in user dashboard
qq re soft credits: on a supporter's dashboard, he/she sees the full contribution amount instead of just the soft credit assigned to them (e.g. if a company sends us a check for $1,000 for donations ...
- 846
1
vote
0
answers
40
views
How to expose employer on individual dashboard without view/edit permissions?
On Joomla 3.9.1 running CiviCRM 5.8.1. When users are logged-in to the website, we have a page that displays their member dashboard. Under the Your Contacts/Organizations, most people have nothing ...
- 571
1
vote
2
answers
132
views
Donor access to edit recurring donations
WP 4.8
Civi 4.7.21
iATS Payments 1.6.0
Our donors have very limited ability to edit recurring donations. Ie. if their card expires they cannot update the expiry date. Or if the card number is changed,...
- 2,388
1
vote
0
answers
124
views
user dashboard errors out
When a user tries logging in and viewing the user dashboard, the page errors out and shows the "You do not have permission to access this page" message. It is actually failing to render the rest of ...
- 11
0
votes
1
answer
135
views
Not able to print contribution invoice
CMS: Drupal 7
CiviCRM: 4.7.31
"CiviCRM: access Contact Dashboard" permission is set for authenticated user and logged in user has "CiviCRM: view my invoices" permission also.
User can access ...
- 659
0
votes
2
answers
133
views
why are non admin users having fatal error when accessing CiviCRM and dashboard doesn't load?
I have started experiencing some problems with non admin users, i get Fatal error on the logs when non admin users access civicrm example.com/civicrm and dashboard doesn't load for these users.
Admin ...
- 1,116
0
votes
1
answer
21
views
Conditional Allow Contacts to create or add a new case
CiviCRM Noob here...
I have the requirement to allow for contacts/individuals to file a request for benefit.
I have a case and timeline created. My question is how does the contact initiate the case ...
0
votes
1
answer
77
views
Contact Dashboard in Wordpress
Does anyone know if this information on Configuring Front-end Contact Dashboard in Joomla Sites is possible in Wordpress? If so, where can I find the corresponding information?
CiviCRM includes the ...
- 81
0
votes
2
answers
136
views
Restricted access to the WordPress page but still getting errors: 'Sorry, due to an error, we are unable to fulfill your request at the moment.'
I am setting up some member self-service pages, restricting access using the 'Members' plugin, to show (on separate pages):
a profile to allow members to update their details via [civicrm component="...
- 210
0
votes
1
answer
16
views
How to restrict the Donors to have limited functions of CiviCRM?
Here is what I have in mind...
The donor needs to have access to submit credit card donation/events and View only his historic contributions.
He needs to access his basic contact info and edit if ...
- 2,992
0
votes
0
answers
32
views
Contact Dashboard permissions
We have had the CiviCRM contact dashboard operational for a while, showing only Membership and Contribution data. However we now want to show assigned activities as well. I ticked the checkbox and ...
- 867
0
votes
1
answer
43
views
Why I cannot see the activities registered to a contact in her dashboard (frontend)?
Why I cannot see the activities registered in a contact profile, in his dashboard (frontend), when I can find it as a contact in the backend?. I´m a very newbie with this amazing software. Thanks
...
- 11
0
votes
0
answers
30
views
How to restore the online payment link after payment for contribution failed?
An online payment for a pending contribution failed and the contribution is now set to status = failed.
The result is that the constituent's dash board has the status failed for that contribution and ...
- 385
0
votes
0
answers
31
views
Can't login to dashboard or create a member account
I get the following error when trying to create a member account login or creating a directory.
0 - @import url(/administrator/components/com_civicrm/civicrm/css/civicrm.css); @import url(/...
- 11